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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR2+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Filed as: VOYA RETIREME INSURANCE AND ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,319 | $46,732-60.8% | $156,551-88.3% | $55,167-66.8% |
| Participation rate | 37.0% | 65.8%-28.8pp | 84.0%-47.0pp | 69.0%-32.0pp |
| Annual return | 6.76% | 17.72%-11.0pp | 32.23%-25.5pp | 169.23%-162.5pp |
| Employer contribution / active EE | $502 | $2,105-76.2% | $5,501-90.9% | $1,963-74.4% |
| Participant deferral / active EE | $790 | $2,204-64.2% | $4,871-83.8% | $3,054-74.1% |
| Admin fee / account holder | $102 | $418-75.6% | $13,028-99.2% | $504-79.8% |